Using Generic Resources on Workplan Template/Multiple managers of Pool

Team, we have workplan templates that consist of standard tasks with Generic Resource names that are used as placeholders.  Our process is for our Project Managers to create their projects with these templates and then update the generic spots with named resources.

 

All our Generic Resources (ex. Developer Generic) are in a resource pool.  

 

When a Project Manager tries to create a project with this template, the Generic Resources on the template DO NOT come into their project workplan.

 

It appears this has to do with the fact that the Project manager using the template is not a manager of the Generic Resource Pool. 

 

Our curent process is that we allow Managers, Leads or Subject Matter Experts the capability to create projects and use these workplan templates.  This could be over 100 plus people. 

 

Is there any other option available that would  allow control of resources in a resource pool?  There is not an option to add a 'group' as a Manager of a pool.

 

We didn't know if there could be a system setting or security access that would allow for this without having to individually designate all the potential managers of the pool?

 

Appreciate any advice or suggestions from the group on our situation or if others have ideas on other ways to handle the use of a Generic Resource in workplans. 

 

Thank you!

Frank

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  • Hi Frank,

     

    Another option (with a bit more overhead) is to put these generic resources in the Project's Staffing Profile.

     

    Unless you ignore RM Assignment constraints (There's a parameter RM_OVERRIDE_ASSIGNMENT_CONTROLS that you can edit from the admin console to do so), then you can only use resources in the work plan that are either in the project's staffing profile or in a resource pool to which you (i.e. the project manager) is a resource pool manager.

     

    Thanks,

    Etienne.

  • Verified Answer

    Etienne,

    Since we not pursue using Staffing Profiles for our resource/assignment process we know that limits us with how to manage assignments.  Our Project Management team is currently reviewing the Staffing options again. 

     

    We may experiment with overriding the Assignment controls but not sure what other impacts that could open us up for but thank you for this suggestion.

     

    We just wanted to know if we were missing any functionality around these 'generic resources' we want to use, and appreciate you pointing out the Staffing Profile option.

    Thanks!

    Frank

Reply
  • Verified Answer

    Etienne,

    Since we not pursue using Staffing Profiles for our resource/assignment process we know that limits us with how to manage assignments.  Our Project Management team is currently reviewing the Staffing options again. 

     

    We may experiment with overriding the Assignment controls but not sure what other impacts that could open us up for but thank you for this suggestion.

     

    We just wanted to know if we were missing any functionality around these 'generic resources' we want to use, and appreciate you pointing out the Staffing Profile option.

    Thanks!

    Frank

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